Tax Preparation Checklist
Here's a handy list of things that you should remember to bring to your appointment:
- Valid picture I.D.
- Social Security cards, ITIN cards or letters for all persons listed on the tax return
- Prior year's tax returns
- For direct deposit of your refund, bring a voided check or your savings account and routing information** (SEE IMPORTANT NOTE BELOW ABOUT REFUND LOANS)
- Income statements or forms:
- Wages from each job (W-2)
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Retirement plans (Form 1099-R)
- Gambling winnings (Form 1099-2G)
- Unemployment (Form 1099-G)
- Social Security benefits (Form SSA)
- Year-end income statements from MFIP, SSI, MSA, GA, veterans' benefits and workers compensation
- Education expenses* you paid for your children in grades K-12 (e.g., tutoring, rental/purchase of instruments, music lessons, pens, pencils and notebooks)
- Tuition expenses you paid to attend a university or technical college (Form 1098-T)
- Interest you paid on student loans (Form 1098-E)
- Day-care expenses you paid for your children; bring provider's name, address, tax ID or Social Security number
- Charitable donations of cash or non-cash
- Homeowners: Mortgage interest and real estate taxes paid in 2009 (Form 1098) and statement of property tax payable in 2010 mailed by the county in March
- Renters: Certificate of Rent Paid (CRP) from your landlord
*You may be eligible to claim the K-12 education subtraction and/or education credit. For more information, check out the Minnesota Department of Revenue website at www.taxes.state.mn.us.
**IMPORTANT NEW INFORMATION FOR ALTERNATIVE REFUND LOAN AND INSTANT BANK ACCOUNT CUSTOMERS
Community Development Bank is unable to open savings accounts at the tax site this year. Go to Community Development Bank to open a savings account PRIOR to your tax appointment in order to take advantage of the alternative refund loan. For more information, call Community Development Bank at 218-983-3241.